2026 Q1 Portfolio Activity
In 2026 Q1, Tandem Investment Partners LLC maintained a portfolio of 74 distinct positions. The most significant new addition was VANGUARD WHITEHALL FDS, now representing 1.43% of the total fund value. They heavily accumulated shares in PACER FDS TR, increasing the position by 26.8%. The fund also reduced its exposure to WISDOMTREE TR by 72.3%.
Position History
hover any row below to update
Loading…
Total Positions
74
Quarter
2026 Q1
Top Holding
VCRB (6.8%)
Top 10 Concentration
46.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 74
Tandem Investment Partners LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VCRB
VANGUARD MALVER...
|
ETF | 6.83% | 6.23% |
#1
1
Prev: #2
|
6.7 |
—
|
9,241 | 9.7% |
P
S
|
104,073 | $8,053,169 |
$72.64
+6.6%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
SPY
STATE STR SPDR ...
|
ETF | 6.38% | 6.84% |
#2
1
Prev: #1
|
4.6 |
—
|
-313 | -2.6% |
P
S
|
11,573 | $7,526,385 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 6.09% | 5.81% |
#3
Prev: #3
|
5.4 |
—
|
7,913 | 9.2% |
P
S
|
93,778 | $7,177,768 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COWZ
PACER FDS TR
|
ETF | 5.14% | 4.94% |
#4
1
Prev: #5
|
3.1 |
—
|
-429 | -0.4% |
P
S
|
96,965 | $6,066,130 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 4.91% | 4.99% |
#5
1
Prev: #4
|
3.0 |
—
|
-3,297 | -4.2% |
P
S
|
75,148 | $5,794,662 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 4.11% | 4.32% |
#6
Prev: #6
|
2.1 |
—
|
154 | 2.3% |
P
S
|
6,952 | $4,850,549 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COWG
PACER FDS TR
|
Unknown | 3.56% | 2.91% |
#7
2
Prev: #9
|
3.9 |
—
|
26,265 | 26.8% |
P
S
|
124,288 | $4,193,340 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 3.30% | 3.77% |
#8
1
Prev: #7
|
1.8 |
—
|
-1,166 | -8.8% |
P
S
|
12,151 | $3,898,162 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 3.14% | 3.14% |
#9
1
Prev: #8
|
1.8 |
—
|
-159 | -2.6% |
P
S
|
6,011 | $3,707,344 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.85% | 2.63% |
#10
3
Prev: #13
|
3.1 |
—
|
3,473 | 9.3% |
P
S
|
40,665 | $3,365,029 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FLRN
SPDR SERIES TRU...
|
ETF | 2.82% | 2.66% |
#11
1
Prev: #12
|
3.1 |
—
|
5,425 | 5.3% |
P
S
|
108,025 | $3,325,010 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.74% | 2.50% |
#12
3
Prev: #15
|
3.1 |
—
|
4,749 | 9.6% |
P
S
|
54,184 | $3,226,657 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 2.73% | 2.78% |
#13
3
Prev: #10
|
1.6 |
—
|
670 | 3.2% |
P
S
|
21,935 | $3,215,890 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 2.52% | 2.40% |
#14
2
Prev: #16
|
1.5 |
—
|
1,115 | 2.3% |
P
S
|
50,210 | $2,973,436 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.51% | 2.72% |
#15
4
Prev: #11
|
1.5 |
—
|
-128 | -2.4% |
P
S
|
5,127 | $2,959,202 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 2.38% | 2.34% |
#16
1
Prev: #17
|
1.5 |
—
|
150 | 1.0% |
P
S
|
14,625 | $2,806,830 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC
|
Technology | 2.13% | 2.28% |
#17
1
Prev: #18
|
1.4 |
—
|
-36 | -0.4% |
P
S
|
9,921 | $2,517,851 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.03% | 2.50% |
#18
4
Prev: #14
|
2.8 |
—
|
330 | 5.4% |
P
S
|
6,467 | $2,393,889 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 1.95% | 1.88% |
#19
2
Prev: #21
|
1.3 |
—
|
-18 | -0.0% |
P
S
|
47,510 | $2,295,683 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 1.64% | 1.62% |
#20
3
Prev: #23
|
2.7 |
—
|
571 | 7.5% |
P
S
|
8,152 | $1,937,078 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.60% | 1.78% |
#21
1
Prev: #22
|
1.1 |
—
|
-130 | -2.0% |
P
S
|
6,415 | $1,887,036 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 1.43% | — |
#22
Prev: #—
|
4.1 |
—
|
17,919 | — |
NEW
|
17,919 | $1,688,687 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.33% | 1.48% |
#23
1
Prev: #24
|
1.0 |
—
|
-128 | -2.3% |
P
S
|
5,462 | $1,566,829 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.28% | 1.35% |
#24
1
Prev: #25
|
1.0 |
—
|
-45 | -1.4% |
P
S
|
3,145 | $1,507,084 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.21% | — |
#25
Prev: #—
|
4.0 |
—
|
16,770 | — |
NEW
|
16,770 | $1,422,767 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.06% | 1.93% |
#26
7
Prev: #19
|
0.4 |
—
|
-4,590 | -44.0% |
P
S
|
5,840 | $1,255,950 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 1.01% | 1.01% |
#27
Prev: #27
|
0.9 |
—
|
2,177 | 4.8% |
P
S
|
47,644 | $1,195,864 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.98% | 0.94% |
#28
1
Prev: #29
|
0.9 |
—
|
-670 | -12.4% |
P
S
|
4,729 | $1,155,957 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.96% | 1.02% |
#29
3
Prev: #26
|
0.9 |
—
|
-35 | -1.8% |
P
S
|
1,892 | $1,130,565 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.95% | 0.92% |
#30
Prev: #30
|
2.4 |
—
|
606 | 10.4% |
P
S
|
6,436 | $1,122,438 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJR
ISHARES TR
|
ETF | 0.86% | 0.88% |
#31
1
Prev: #32
|
0.8 |
—
|
-430 | -5.0% |
P
S
|
8,205 | $1,019,964 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.82% | 0.81% |
#32
2
Prev: #34
|
0.8 |
—
|
-820 | -9.5% |
P
S
|
7,795 | $968,763 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPTS
SPDR SERIES TRU...
|
ETF | 0.79% | 0.86% |
#33
Prev: #33
|
0.8 |
—
|
-2,826 | -8.1% |
P
S
|
32,017 | $934,256 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
V
VISA INC
|
Financial Services | 0.77% | 0.88% |
#34
3
Prev: #31
|
0.8 |
—
|
35 | 1.2% |
P
S
|
3,005 | $908,231 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.73% | 0.61% |
#35
3
Prev: #38
|
0.8 |
—
|
-1,005 | -16.6% |
P
S
|
5,045 | $855,935 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.71% | 0.94% |
#36
8
Prev: #28
|
0.8 |
—
|
-20 | -0.3% |
P
S
|
5,725 | $842,205 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.64% | 0.62% |
#37
Prev: #37
|
0.8 |
—
|
-90 | -10.6% |
P
S
|
761 | $758,283 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.64% | 0.63% |
#38
2
Prev: #36
|
0.8 |
—
|
-130 | -2.7% |
P
S
|
4,725 | $754,583 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.64% | 0.76% |
#39
4
Prev: #35
|
0.8 |
—
|
-25 | -1.6% |
P
S
|
1,535 | $754,499 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.61% | 0.55% |
#40
1
Prev: #41
|
0.7 |
—
|
-325 | -4.0% |
P
S
|
7,750 | $719,820 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 0.58% | 0.54% |
#41
1
Prev: #42
|
2.2 |
—
|
1,967 | 7.9% |
P
S
|
26,848 | $687,846 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.54% | 0.58% |
#42
2
Prev: #40
|
0.7 |
—
|
-63 | -3.1% |
P
S
|
1,942 | $638,704 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DLS
WISDOMTREE TR
|
Bond/Debt | 0.53% | 1.89% |
#43
23
Prev: #20
|
0.2 |
—
|
-20,055 | -72.3% |
P
S
|
7,670 | $625,105 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.50% | 0.53% |
#44
1
Prev: #43
|
0.7 |
—
|
-240 | -5.5% |
P
S
|
4,116 | $594,515 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.49% | 0.59% |
#45
6
Prev: #39
|
0.7 |
—
|
35 | 1.2% |
P
S
|
3,075 | $583,020 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.47% | 0.45% |
#46
2
Prev: #48
|
0.7 |
—
|
-270 | -9.9% |
P
S
|
2,459 | $555,808 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.46% | 0.47% |
#47
Prev: #47
|
0.7 |
—
|
-146 | -8.6% |
P
S
|
1,542 | $542,553 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.45% | 0.51% |
#48
3
Prev: #45
|
0.7 |
—
|
-240 | -9.6% |
P
S
|
2,260 | $533,993 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.42% | 0.47% |
#49
3
Prev: #46
|
2.2 |
—
|
157 | 8.3% |
P
S
|
2,041 | $494,718 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.41% | 0.53% |
#50
6
Prev: #44
|
0.7 |
—
|
-74 | -12.7% |
P
S
|
508 | $488,549 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 74 holdings